MR AND MRS JAMES A STROUD FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MR AND MRS JAMES A STROUD FOUNDATION (EIN 75-2763113)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-04
- IRS object ID
- 201332479349100303
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-04T11:31:21-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANE GORMAN TRUBITT PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 HOWELL STREET SUITE 700 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752044064 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752763113 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR & MRS JAMES A STROUD FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JAMES A STROUD | InCareOfName |
| Name Control | JAME | NameControl |
| Phone | 9723866400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 801108 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75380 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES A STROUD | Name |
| Title | CEO | Title |
| Phone | 9723866400 | Phone |
| Date Signed | 2013-09-09 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Matthew D Peck | Name |
| Phone | 2148717500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4287705 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 9480 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9480 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 11069 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11069 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 28029 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3863984 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 28029 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 48578 | TotalRevenueAndExpenses |
| Total Net Investment Income | 48578 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Legal Fees Rev And Expnss | 4487 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 4487 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1367 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1367 | AccountingFeesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 1020 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 62862 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 50290 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 6286 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 1952 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 1562 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 195 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 8316 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 6653 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 832 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 80004 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 58505 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 13167 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 123301 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 123301 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 203305 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 58505 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 136468 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -154727 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 122507 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2709734 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2709734 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 1508899 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 0 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 0 | InvestmentsGovtObligEOYFMV |
| Investments Other BOY | 2802588 | InvestmentsOtherBOY |
| Investments Other EOY | 0 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 1563991 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 1020 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 8438 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 1562971 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 1562971 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 15000 | OtherAssetsEOY |
| Other Assets EOYFMV | 15000 | OtherAssetsEOYFMV |
| Total Assets BOY | 4442432 | TotalAssetsBOY |
| Total Assets EOY | 4287705 | TotalAssetsEOY |
| Total Assets EOYFMV | 4287705 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 4442432 | RetainedEarningsBOY |
| Retained Earnings EOY | 4287705 | RetainedEarningsEOY |
| Total Net Assets BOY | 4442432 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4287705 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4442432 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4287705 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4442432 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -154727 | ExcessOfRevenueOverExpenses |
| Subtotal | 4287705 | Subtotal |
| Total Net Assets Fund Balances EOY | 4287705 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| SEE ATTACHMENT A SHORT-TERM | P | 576846 | 575554 | 1292 | 1292 |
| SEE ATTACHMENT A LONG-TERM | P | 3287138 | 3260401 | 26737 | 26737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 28029 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 246685 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4462146 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.055284 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 221158 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4757437 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046487 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 257799 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4813413 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.053558 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 203392 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5368316 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.037887 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 233324 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5320022 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.043858 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.237074 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047415 | AverageDistributionRatio |
| Net Noncharitable Assets | 3892065 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 184542 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 184542 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 136468 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Subtotal | 0 | Subtotal |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1672 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1672 | TotalCreditsAndPayments |
| Overpayment | 1672 | Overpayment |
| Amount Credited To Next Year | 1672 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | true | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES A STROUD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9723866400 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 801108 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75380 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JAMES A STROUD | ||||||||
| PO BOX 801108 | DALLAS | TX | 75380 | CEO, SECRETARY | 1.0 | 0 | 0 | 0 |
| LYNN M STROUD | ||||||||
| PO BOX 801108 | DALLAS | TX | 75380 | PRESIDENT, TEASURER | 1.0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2093195 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1850640 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 7500 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3951335 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3951335 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 59270 | CashDeemedCharitable |
| Net Noncharitable Assets | 3892065 | NetNoncharitableAssets |
| Minimum Investment Return | 194603 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 194603 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 194603 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 194603 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 194603 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 136468 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 136468 | QualifyingDistributions |
| Adj Qualifying Distributions | 136468 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 194603 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year5 | 6700 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 17790 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 24308 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 48798 | TotalExcessDistriCarryover |
| Qualifying Distributions | 136468 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 136468 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 48798 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 48798 | ExcessDistriCyovAppliedCY |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 9337 | UndistributedIncomeCY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES A STROUD | ContributingManager |
| Contributing Manager | LYNN M STROUD | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JAMES A STROUD | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 801108 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75380 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9723866400 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN REQUEST SHOWING AMOUNT AND PURPOSE SUPPORTING CHRISTIAN FAMILY VALUES OR SENIOR ADULTS | FormAndInfoAndMaterials |
| Submission Deadlines | CALENDAR | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| FAMILY LIFE | |||||||
| 5800 RANCH DRIVE | LITTLE ROCK | AR | 72223 | NONE | RELIGIOUS | EDUCATIONAL / OPERATIONS | $10,000 |
| CAMPUS CRUSADE | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PUBLIC | OPERATIONS | $10,000 |
| PARK CITIES PRESBYTERIAN CHURCH | |||||||
| 4124 OAKLAWN AVENUE | DALLAS | TX | 75219 | NONE | RELIGIOUS | OPERATIONS | $20,050 |
| FAMILY RESEARCH COUNCIL | |||||||
| 801 G STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | EDUCATION | $10,000 |
| DALLAS THEOLOGICAL SEMINARY | |||||||
| 3909 SWISS AVENUE | DALLAS | TX | 75204 | NONE | RELIGIOUS | OPERATIONS | $31,749 |
| TEXAS TECH FOUNDATION | |||||||
| PO BOX 41081 | LUBBOCK | TX | 79409 | NONE | PUBLIC | EDUCATION | $22,000 |
| ROSEMONT EARLY CHILDHOOD PTA | |||||||
| 226 S EDGEFIELD AVE | DALLAS | TX | 75208 | NONE | PUBLIC | OPERATIONS | $1,000 |
| UNION GOSPEL MISSION | |||||||
| 3211 IRVING BOULEVARD | DALLAS | TX | 75247 | NONE | PUBLIC | OPERATIONS | $9,500 |
| ANGEL FLIGHT INC | |||||||
| 1515 East 71st Street Ste 312 | TULSA | OK | 74136 | NONE | PUBLIC | OPERATIONS | $2,252 |
| REFORMED UNIVERSITY FELLOWSHIP | |||||||
| 1700 N Brown Road Suite 104 | LAWRENCEVILLE | GA | 30043 | NONE | EDUCATION | OPERATIONS | $1,000 |
| COUNCIL FOR LIFE | |||||||
| 4516 LOVERS LANE PMB 103 | DALLAS | TX | 75225 | NONE | PUBLIC | OPERATIONS | $5,000 |
| SALESMANSHIP CLUB | |||||||
| 106 EAST TENTH STREET | DALLAS | TX | 75203 | NONE | PUBLIC | OPERATIONS | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 123301 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11,069 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,480 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $28,029 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $48,578 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 48578 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumber |
| Relationship Statement | N/A | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,367 | Amount |
| Disbursements Charitable Prps | 1367 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (3 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Computation MethodComputationMethod | Current Year ExpenseCurrentYearExpense |
|---|---|---|---|---|
| BUIDLING- CIP | 2012-12-15 | 249178 | ||
| LAND | 2012-09-07 | 1313113 | L | |
| EQUIPMENT | 2012-06-01 | 1700 | M5 | 170 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $4,487 | Amount |
| Disbursements Charitable Prps | 4487 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPOSITS - SONOMA HOUSE | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 15000 | EOYBookValue |
| EOYFMV | 15000 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE EXPENSES | 1881 | 1505 | 188 |
| COMPUTER CONSULTANTS | 3430 | 2744 | 343 |
| OTHER EXPENSES | 3005 | 2404 | 301 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | Category |
Transfers To Controlled Entities TransfersToControlledEntities
To Controlled Entity ToControlledEntity
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SONOMA HOUSE ASSISTED LIVING LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14114 DALLAS PARKWAY SUITE 670 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75254 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461159905 | EIN |
| Description | SEE FOOTNOTE | Description |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comments